Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,072 | $162,136-80.8% | $152,301-79.6% | $154,746-79.9% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 27.38% | 91.02%-63.6pp | 80.50%-53.1pp | 172.34%-145.0pp |
| Employer contribution / active EE | $4,816 | $4,890-1.5% | $4,624+4.1% | $4,379+10.0% |
| Participant deferral / active EE | $8,416 | $8,341+0.9% | $8,004+5.2% | $6,730+25.1% |
| Admin fee / account holder | $1,384 | $15,759-91.2% | $14,398-90.4% | $14,365-90.4% |